Senior Associate, Client Services - Private Equity

Capital Dynamics; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

Capital Dynamics is seeking an experienced Senior Associate, Client Services to support its U.S. investor base.

You will act as a principal touchpoint across onboarding, fundraising communications and ongoing servicing, coordinating with Legal, Compliance and fund administrators to ensure a seamless investor experience. Candidates bring at least 6 years in client services or investor relations, with direct exposure to private equity or asset management, strong AML/KYC knowledge, GDPR awareness

Qualifications

• Minimum of 6 years' relevant experience in client services or investor relations operations.
• Direct experience at a private equity firm, alternative investments, family office or wealth management firm, external client-facing.
• General knowledge of private equity operations and terminology.
• Strong knowledge of anti-money laundering and control procedures, GDPR requirements, and partnership subscription and transfer agreements.
• Highly developed interpersonal, customer service, and verbal and written communication skills - comfortable speaking with investors at all levels of seniority.

Responsibilities

• Act as the primary relationship manager and point of contact for Capital Dynamics U.S-based investors during the closing and post-close processes, handling inquiries and requests with professionalism and speed.
• Manage post-fundraising communication and reporting to clients and the Sales team, keeping every touchpoint timely and well organised.
• Guide investors globally through the AML/KYC onboarding process, working closely with Legal, Compliance and fund administrator teams to meet fund jurisdiction requirements.
• Manage inbound and outbound investor communications by email and phone across U.S. Eastern and Pacific business hours.
• Build and maintain strong client relationships, underpinned by excellent communication and interpersonal skill.
• Provide clients with updates on fund performance, regulatory developments and other relevant information to strengthen trust and engagement.
• Manage the client portal to ensure timely, accurate information and a seamless investor experience.
• Maintain accurate records of client interactions and communications in internal systems.
• Collaborate closely with fund administrators, tax preparers and auditors to manage required deliverables and resolve client queries in their areas.

Skills

Investor relations

Client services

Relationship management

Communication

Private equity knowledge

Education

Master's degree or MBA

CFA/CAIA/CPA bonus

Job description

Capital Dynamics is an independent global asset management firm focused on private assets, including clean energy and private equity (primaries, secondaries and co-investments). Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement, and employs approximately 150 professionals globally across 14 offices in Europe, North America and Asia.

CLIENT RELATIONS:

Client Relations is the connective tissue between Capital Dynamics and its more than 1,500 global investors. As the one consistent point of contact throughout each relationship, the team doesn't just service accounts - it represents Capital Dynamics as a whole. It's one of the firm's few genuinely externally-facing functions, working cross-functionally across the entire organisation to engage and strengthen relationships with our investors, consultants and advisors.

THE OPPORTUNITY:

We're seeking an experienced client relations professional to support Capital Dynamics' U.S. investor base as Senior Associate, Client Services, reporting to our Vice President of Client Relations.

This is a pivotal, trust-critical role: you'll be a principal touchpoint for sophisticated institutional and private wealth investors, shaping how they experience Capital Dynamics at every stage of the relationship, from closing through to ongoing servicing.

You'll combine genuine relationship management skill with deep technical fluency in private equity and client relationship management - guiding investors through onboarding and periodic reviews, coordinating with Legal, Compliance and fund administrators, and ensuring every interaction reflects the calibre investors expect from a firm of our standing.

Candidates must bring direct client relationship management experience gained specifically within private equity or asset management - for example, at a private equity firm, fund administrator, family office or wealth management firm, in a genuinely external-facing capacity.

KEY RESPONSIBILITIES:

Investor Relationship Management

• Act as the primary relationship manager and point of contact for Capital Dynamics U.S-based investors during the closing and post-close processes, handling inquiries and requests with professionalism and speed.
• Manage post-fundraising communication and reporting to clients and the Sales team, keeping every touchpoint timely and well organised.
• Guide investors globally through the AML/KYC onboarding process, working closely with Legal, Compliance and fund administrator teams to meet fund jurisdiction requirements.
• Manage inbound and outbound investor communications by email and phone across U.S. Eastern and Pacific business hours.
• Build and maintain strong client relationships, underpinned by excellent communication and interpersonal skill.
• Provide clients with updates on fund performance, regulatory developments and other relevant information to strengthen trust and engagement.
• Manage the client portal to ensure timely, accurate information and a seamless investor experience.
• Maintain accurate records of client interactions and communications in internal systems.
• Collaborate closely with fund administrators, tax preparers and auditors to manage required deliverables and resolve client queries in their areas.

WHAT WE'RE LOOKING FOR:

Experience & Background

• Minimum of 6 years' relevant experience in client services or investor relations operations.
• Direct experience at a private equity firm, alternative investments, family office or wealth management firm, in an external client-facing capacity.
• General knowledge of private equity operations and terminology.
• Strong knowledge of anti-money laundering and control procedures, GDPR requirements, and partnership subscription and transfer agreements.
• Highly developed interpersonal, customer service, and verbal and written communication skills - comfortable speaking with investors at all levels of seniority.

Education & Qualifications

• Exceptional academic qualifications, preferably in Legal, Finance, Economics or Business.
• A Master's degree or MBA is preferred; additional credentials such as CFA, CAIA or CPA are a bonus.

DIVERSITY & INCLUSION:

Capital Dynamics is an Equal Opportunity Employer and is committed to creating a globally diverse workforce. We are a global company with 24 nationalities represented across our staff in 14 offices, spanning North America, Europe, the Middle East and Asia. We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics.